Multiple Review Dates
Since we sell annuity products, it is necessary for us to have yearly reviews with clients for EACH of their annuities. This means that we need to have more than one review with them each year, but they are not in intervals. We need to be able to add more than one review. (Example: A client has an annuity with an anniversary in February, another in March, and another in November.)
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Kelly commented
Under the know your client, client review being able to do multiple reviews for the same client.